6.5M
Downloads
693
Episodes
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Joule’s current written disclosure brochure filed with the SEC which discusses among other things, Joule’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. All content in this podcast is for information purposes only. Opinions expressed herein are solely those of Joule Financial, LLC and our staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation. It does not involve the rendering of personalized investment advice nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. Please note that neither Joule Financial, LLC nor any of it agents give legal or tax advice. The firm is not engaged in the practice of law or accounting. This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to anyone. All information referenced is for illustrative purposes is not intended to be representative of any specific investment vehicle. Past performance is not indicative of future results. Charts, graphs, and returns do not represent the performance of Joule Financial, LLC or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses have on the results. All investment strategies have the potential for profit or loss. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies have the potential for profit or loss.
Episodes
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
On this episode of DIY Money, Quint and Daniel tackle and excellent question from across the pond and discuss the impact of currency risk.
Sunday Sep 18, 2022
Sunday Sep 18, 2022
On this episode of DIY Money Jr, Quint and Daniel discuss how to save money for college and how to invest those funds.
Wednesday Sep 14, 2022
Wednesday Sep 14, 2022
On this episode of DIY Money, Quint and Logan discuss good times and potentially bad times to accept money from family.
Sunday Sep 11, 2022
Sunday Sep 11, 2022
On this episode of DIY Money, Quint and Logan discuss how to start and maintain healthy financial practices in your marriage.
Wednesday Sep 07, 2022
Wednesday Sep 07, 2022
On this episode of DIY Money, Quint and Daniel discuss backdoor Roth conversion strategy and share their thoughts on utilizing it.
Sunday Sep 04, 2022
Sunday Sep 04, 2022
On this episode of DIY Money, Quint and Daniel discuss other options for investing when your employer does not provide a company 401K.
Wednesday Aug 31, 2022
Wednesday Aug 31, 2022
On this episode of DIY Money, Quint and Daniel discuss how to build an allocation and what things to consider when doing so.
Sunday Aug 28, 2022
Sunday Aug 28, 2022
On this episode of DIY Money, Quint and Daniel discuss how to determine if the advisor fees you are paying are worth it.
Friday Aug 26, 2022
Friday Aug 26, 2022
In this episode of DIY Money, Daniel and Logan discuss the pros and cons of target date funds.
Thursday Aug 25, 2022
Thursday Aug 25, 2022
On this episode of DIY Money, Daniel and Logan discuss the difference in investing through your company retirement account versus using outside accounts like a Roth or IRA.